FIN 4110 - Retirement Planning

Institution:

Utah Tech University

Subject:

Finance

Description:

This course is designed for students who have an interest in or who are currently pursuing a career in Personal Financial Planning. This foundational course in retirement planning provides the tools for determining retirement needs, both from the perspective of the individual as well as the employer. Students will complete a case study using professional planning software. Additionally, the course covers strategies for determining how much to save, where to save, and the role of Social Security and Medicare in retirement planning. ***COURSE LEARNING OUTCOMES (CLOs)** At the successful conclusion of this course students will: 1. Perform retirement needs analysis, using the Time Value of Money as well as professional financial planning software. 2. Describe the Social Security, Medicare, and Medicaid systems and incorporate these benefits into a broader retirement needs analysis. 3. Distinguish the key differences in various types of retirement plans and recommend an appropriate plan based on individual circumstances. 4. Identify the factors affecting distribution in retirement, and determine the appropriateness of various distribution strategies. 5. Identify factors associated with business succession planning. 6. Recognize ethical considerations when making recommendations involving retirement planning. Prerequisites: FIN 3100. SP (even)

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.utahtech.edu/

Phone Number:

(435) 652-7500

Regional Accreditation:

Northwest Commission on Colleges and Universities

Calendar System:

Semester

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